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Industry experts suggest that the decline in stock prices of U.S. AI companies reflects a correction of market enthusiasm rather than a shift in fundamentals and is unlikely to impact long-term valuations. There are multiple reasons for this. The AI hardware market is experiencing shortages, driving up prices for components like DRAM and leaving many contracts unfulfilled. The Capital Expenditure (CAPEX) of U.S. hyperscale and AI companies remains steady, driven by consistent demand and monetization.